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OISVX vs VSCAX
OISVX vs VSCAX Comparison
Open Charts OISVX vs VSCAX
Optimum Small-Mid Cap Value Instl
Price$14.56
Change+$0.16 (+1.11%)
VolumeN/A
Net Assets599.11M
Invesco Small Cap Value A
Price$25.84
Change+$0.29 (+1.14%)
VolumeN/A
Net Assets7.46B
OISVX vs VSCAX Comparison Chart in %
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OISVX vs. VSCAX commentary
Sep 29, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is OISVX is a Buy and VSCAX is a Hold.
FUNDAMENTALS
Fundamentals
VSCAX has more cash in the bank: 7.46B vs. OISVX (599M). OISVX pays higher dividends than VSCAX: OISVX (0.94) vs VSCAX (0.32). OISVX was incepted earlier than VSCAX: OISVX (22 years) vs VSCAX (26 years). OISVX (1.33) is less costly to investors than VSCAX (1.12). OISVX is a more actively managed with annual turnover of: 117.00 vs. VSCAX (52.00). OISVX has a lower initial minimum investment than VSCAX: OISVX (0) vs VSCAX (1000). VSCAX annual gain was more profitable for investors over the last year : 6.52 vs. OISVX (-5.27). VSCAX return over 5 years is better than : 140.21 vs. OISVX (40.95).
| OISVX | VSCAX | OISVX / VSCAX | |
| Total Expense Ratio | 1.24 | 1.12 | 111% |
| Annual Report Gross Expense Ratio | 1.33 | 1.12 | 119% |
| Fund Existence | 22 years | 26 years | - |
| Gain YTD | 1.393 | 9.911 | 14% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 599M | 7.46B | 8% |
| Annual Yield % from dividends | 0.94 | 0.32 | 289% |
| Returns for 1 year | -5.27 | 6.52 | -81% |
| Returns for 3 years | 19.28 | 64.57 | 30% |
| Returns for 5 years | 40.95 | 140.21 | 29% |
| Returns for 10 years | 28.36 | 51.04 | 56% |
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